[Hiring] Lead Recordkeeper @Voya Financial

Role Description

As a Lead Recordkeeper, you will be supporting complex defined contribution plan clients, providing specialized service and administrative support related to participant life events, with a primary focus on death claim processing. This role requires strong retirement plan knowledge, attention to detail, and the ability to navigate complex participant account situations while delivering timely and accurate service to clients and beneficiaries.

Responsibilities

• Review and analyze death claim notifications to ensure requests are received in good order.
• Research participant account activity, including prior death claims, beneficiary maintenance forms, and Qualified Domestic Relations Order (QDRO) activity.
• Establish and maintain appropriate death claim identifiers and records.
• Review participant accounts for previous distributions, loans, installments, QDROs, and other account activity, handling each according to established procedures.
• Utilize internal systems and available resources to identify and validate beneficiary information on file.
• Process death claims in accordance with plan provisions, beneficiary hierarchies, and applicable regulations.
• Prepare and distribute condolence correspondence when appropriate.
• Respond to client and beneficiary inquiries regarding account activity, death claim status, and related plan information.
• Partner with internal and external contacts to resolve client administrative and service-related issues.
• Ensure all transactions are processed in accordance with company policies, client requirements, and regulatory guidelines.
• Maintain established department productivity, quality, and accuracy standards.
• Process retirement plan transactions including contributions, loans, withdrawals, earnings allocations, and data loads as necessary.
• Reconcile trust accounting and recordkeeping systems at the plan level, including adjustment analysis, balancing activities, and reconciliation reporting.
• Prepare and produce client-facing reports, valuation reports, participant statements, investment performance reports, and required tax and compliance documentation.
• Participate in client meetings and conference calls as needed.
• Maintain effective relationships with trustees and clients while supporting discussions regarding plan design, trust reconciliation, payroll consultation, and related services.
• Collaborate effectively within a team environment while managing multiple priorities and deadlines.
• Train, coach, and mentor less experienced team members and provide input into performance evaluations.
• Perform other duties as assigned.

Qualifications

• Bachelor's degree required.
• 6+ years of defined contribution retirement plan client service experience.
• Working knowledge of defined contribution retirement plans and SECURE Act provisions.
• Proficiency in Task Manager, OMNI, or similar recordkeeping and workflow systems.
• Strong written and verbal communication skills.
• Demonstrated ability to manage multiple priorities in a fast-paced environment.
• Strong analytical, organizational, and problem-solving skills.
• Ability to interpret plan provisions, beneficiary designations, and regulatory requirements.
• Experience resolving complex client service and administrative issues.

Preferred Knowledge & Experience

• Project management experience.
• Prior experience supporting complex retirement plan clients.
• Experience mentoring, coaching, or training team members.
• Strong leadership and relationship management abilities.
• Advanced knowledge of trust reconciliation and retirement plan operations.

Benefits

• Health, dental, vision and life insurance plans.
• 401(k) Savings plan – with generous company matching contributions (up to 6%).
• Voya Retirement Plan – employer paid cash balance retirement plan (4%).
• Tuition reimbursement up to $5,250/year.
• Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.
• Paid volunteer time — 40 hours per calendar year.

Compensation Pay Disclosure

Voya is committed to pay that’s fair and equitable, which means comparable pay for comparable roles and responsibilities. The below annual base salary range reflects the expected hiring range(s) for this position in the location(s) listed. In addition to base salary, Voya offers incentive opportunities based on the role to reward the achievement of annual performance objectives.

Actual compensation offered may vary from the posted salary range based upon the candidate’s geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.

$55,220 - $69,030 USD

Equal Employment Opportunity

Voya Financial is an equal-opportunity employer. Voya Financial provides equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, genetic information, or any other status protected by state or local law.

Reasonable Accommodations

Voya is committed to the inclusion of all qualified individuals. As part of this commitment, Voya will ensure that persons with disabilities are provided reasonable accommodations.